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iShares Morningstar Multi-Asset Income ETF
IYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.13M +$240K +9,893 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.25M +$62.4K +2,571 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.14M -$1.1M -45,472 -21%
Morgan Stanley
4
Morgan Stanley
New York
$3.42M +$385K +15,873 +13%
DADC
5
D.A. Davidson & Co
Montana
$3.22M -$25.2K -1,040 -0.8%
Wells Fargo
6
Wells Fargo
California
$3.18M -$240K -9,903 -7%
JFA
7
JNBA Financial Advisors
Minnesota
$2.94M -$243K -10,022 -8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.89M -$182K -7,518 -6%
LPL Financial
9
LPL Financial
California
$2.8M -$316K -13,009 -10%
Ameriprise
10
Ameriprise
Minnesota
$2.08M +$13K +537 +0.6%
Jane Street
11
Jane Street
New York
$1.99M +$1.71M +70,583 +561%
HW
12
Hancock Whitney
Mississippi
$1.64M +$317K +13,069 +24%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.55M -$180K -7,428 -10%
FHC
14
First Heartland Consultants
Missouri
$1.49M -$7.66K -316 -0.5%
GWM
15
Geneos Wealth Management
Colorado
$1.26M +$201K +8,294 +19%
CI
16
CX Institutional
Indiana
$1.1M +$878K +36,205 +367%
OMC
17
Old Mission Capital
Illinois
$836K +$640K +26,401 +310%
RJA
18
Raymond James & Associates
Florida
$757K -$7.47K -308 -1%
MFA
19
Mayflower Financial Advisors
Massachusetts
$714K – – –
MWP
20
MYCIO Wealth Partners
Pennsylvania
$676K – – –
CBFP
21
Cedar Brook Financial Partners
Ohio
$631K -$101K -4,167 -14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$598K +$22.3K +918 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$586K +$29.1K +1,200 +5%
KA
24
Kovack Advisors
Florida
$569K +$606 +25 +0.1%
MML Investors Services
25
MML Investors Services
Massachusetts
$537K +$130K +5,356 +31%
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